Dig, Baby, Dig Won’t Solve AI’s Power Shortage: John Authers

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Today’s Points:

• AI is boosting demand for energy — but not yet energy stocks.
• Prediction markets break the ICE with $2 billion invested into Polymarket.
• The latest fear about AI: Maybe it’s not a bubble, but a circle.
• AND: Happy birthday to Yo-Yo Ma! (And Vladimir Putin.)

An Energy Boost

President Donald Trump’s tirade to the United Nations over climate policy should be seen as a belated attempt to thwart a reshaping of the global energy mix, if the latest shifts in energy supply ...